We know where we came from.

About Thomson Financial Partners.

We have been around for over 50 years using tried and true principles to help our clients reach their goals. We rely on our experience and the lessons that history has taught us. One of those lessons is that financial advice continues to evolve. We have a thirst for knowledge and work hard to stay on the cutting edge.

We also have a Client Advisory Council made up of clients, just like you. They meet with us regularly to provide brutally honest feedback on our processes, our plans, our shortcomings and our successes. They are our advisors, keeping us focussed on the most important thing – your needs.

We know what’s important to you.
Because it’s important to us too.

Our Values.

We believe in honesty and transparency.

We believe in capitalism and the market economy.

We believe that having the right attitude matters when it comes to your investing success.

We believe that peace-of-mind is a key component of financial planning.

We believe that we can’t be all things to all people.

We believe in the tortoise, not the hare.

We believe in advising and investing by way of process, not personalities.

We believe that we work with (and are thankful for) the most amazing team of support personnel.

If you believe we might be what you are looking for,
please get in touch and we’ll have a chat over your choice of beverage.

We’ll work together to take care of it all.

Comprehensive Financial Planning.

We use a team approach to give you the best possible service. We have different educational qualifications because we believe that no single person can adequately advise on all aspects of financial planning. We are typically paid directly by you for financial advice, so you know that we are looking out for your best interests.

Comprehensive Planning

We each have our own expertise.

Our Team.

Thomson Financial Partners - CI Assante Wealth Management

We really want to become experts on you.

Let’s talk about you.

Keeping You Informed

Inflation is Not the Only Challenge – April 2022 Portfolio Construction

Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer CI Global Asset Management   Statistics Canada reported higher inflation in February 2022. The.. Read More →

Earning Our Wings – EdgePoint Commentary 1ST QUARTER – 2022

By Frank Mullen   A friend of mine is a pilot and he once laughed at a common description of his job: “hours.. Read More →

Leave a Note

    - May 4, 2022

    Ben Carlson's blog post today is a very well-delivered explanation of the stock market's performance over time. https://t.co/aKl17rm5dY
    h J R

    - April 21, 2022

    Food for thought for retirees.... https://t.co/1iYQlxN3La
    h J R

    - April 19, 2022

    Here is some important information on the new First Home Savings Account (FHSA) being introduced in 2023 https://t.co/fDex7tyUyJ
    h J R

    - March 31, 2022

    As #inflation increases in Canada, our investments are impacted too. Discover how to keep your #wealthplan on track as the cost of living increases. https://t.co/q6gu0EunnV
    h J R

    - March 29, 2022

    Is the four-decade bond bull market over? https://t.co/fuoXV7scXJ
    h J R